Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,788
New
Increased
Reduced
Closed

Top Buys

1
+$441M
2
+$424M
3
+$403M
4
RAI
Reynolds American Inc
RAI
+$384M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$372M

Top Sells

1
+$2.51B
2
+$1.34B
3
+$717M
4
MJN
Mead Johnson Nutrition Company
MJN
+$600M
5
ZTS icon
Zoetis
ZTS
+$540M

Sector Composition

1 Financials 9.92%
2 Technology 8.97%
3 Healthcare 7.72%
4 Consumer Discretionary 7.11%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$14.9M ﹤0.01%
301,399
+21,163
1802
$14.9M ﹤0.01%
606,311
-218,447
1803
$14.9M ﹤0.01%
376,426
+163,300
1804
$14.9M ﹤0.01%
632,124
+430,996
1805
$14.9M ﹤0.01%
789,190
+679,710
1806
$14.9M ﹤0.01%
2,949,407
+1,520,470
1807
$14.8M ﹤0.01%
363,423
+212,996
1808
$14.8M ﹤0.01%
312,029
+6,358
1809
$14.8M ﹤0.01%
290,049
-223,119
1810
$14.8M ﹤0.01%
889,744
+570,757
1811
$14.8M ﹤0.01%
225,751
+167,791
1812
$14.8M ﹤0.01%
187,827
-3,903,721
1813
$14.8M ﹤0.01%
573,699
-35,172
1814
$14.8M ﹤0.01%
19,378
-728
1815
$14.7M ﹤0.01%
1,418,347
-708,852
1816
$14.7M ﹤0.01%
702,288
+19,028
1817
$14.6M ﹤0.01%
1,211
-1,011
1818
$14.6M ﹤0.01%
1,450,771
-124,559
1819
$14.6M ﹤0.01%
439,443
+286,323
1820
$14.6M ﹤0.01%
267,626
+222,051
1821
$14.6M ﹤0.01%
555,440
+25,768
1822
$14.6M ﹤0.01%
722,040
+63,206
1823
$14.6M ﹤0.01%
566,761
+309,444
1824
$14.6M ﹤0.01%
292,380
+80,807
1825
$14.5M ﹤0.01%
393,210
-64,160
71 72
73
74 75